Review & Rebalancing

Review & Rebalancing

Markets, income and life situations change. Review & Rebalancing is designed to keep your portfolio aligned with your goals and risk profile over time.

What reviews usually cover:

Goal tracking and timeline alignment

Risk drift checks and asset allocation deviation

Rebalancing guidance where required

Portfolio simplification (where suitable)

Behavioural guidance during volatility

Rebalancing is not done for “activity”, it is done for “alignment”.

Regulatory Disclosure

Pritesh Shah is registered with the Securities and Exchange Board of India (SEBI) as an Individual Investment Advisor under SEBI (Investment Advisers) Regulations, 2013. Registration granted by SEBI does not imply endorsement. Investments are subject to market risks.